Soesbe Financial
Thank you to the Center for hosting the first “Financial Planning 101” seminar at their lovely headquarters in downtown Sacramento.
Susan gave a detailed overview of what the six areas of financial planning are, what they cover, and why everyone in this modern world should use good financial planning to help ensure their comfortable retirement.
The Sacramento LGBT Community Center hosted our second annual seminar “Introduction to Lifetime and Legacy Charitable Giving and Tax Planning” at its lovely new headquarters building in Lavender Heights.
The presentation was very well received, and the Q&A portion was long and lively. A big thanks to Lanz Nalagan for all his hard work to ensure a great turnout!